See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,840 | $163,101-52.9% | $136,749-43.8% | $142,382-46.0% |
| Participation rate | 4.2% | 78.2%-74.1pp | 72.1%-68.0pp | 80.1%-76.0pp |
| Annual return | 21.33% | 27.54%-6.2pp | 24.33%-3.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $159 | $4,117-96.1% | $3,400-95.3% | $4,299-96.3% |
| Participant deferral / active EE | $163 | $5,585-97.1% | $4,692-96.5% | $6,507-97.5% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |